| Huntington National Bank | 1 | $58 | 0.00% | −2,332−100.0% | Reduced |
| Bogart Wealth, LLC | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 3 | $174 | 0.00% | −37−92.5% | Reduced |
| Salomon & Ludwin, LLC | 3 | $175 | 0.00% | +3 | New |
| Kilter Group LLC | 4 | $231 | 0.00% | +4 | New |
| CoreCap Advisors, LLC | 5 | $288 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 7 | $404 | 0.00% | −10−58.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 7 | $404 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $404 | 0.00% | +7 | New |
| Zions Bancorporation, National Association | 8 | $461 | 0.00% | −28,022−100.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 8 | $462 | 0.00% | +7+700.0% | Added |
| Armstrong Advisory Group, Inc | 8 | $462 | 0.00% | +8 | New |
| Creative Financial Designs Inc | 12 | $692 | 0.00% | −2−14.3% | Reduced |
| Richardson Financial Services Inc. | 12 | $692 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 12 | $692 | 0.00% | +12 | New |
| Cullen/Frost Bankers, Inc. | 13 | $734 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 15 | $865 | 0.00% | +15 | New |
| Sound Income Strategies, LLC | 17 | $980 | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 17 | $980 | 0.00% | +17 | New |
| Avion Wealth | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 10 | $1.00K | 0.00% | +10 | New |
| Bartlett & Co. Wealth Management LLC | 18 | $1.04K | 0.00% | +18 | New |
| Fifth Third Bancorp | 25 | $1.44K | 0.00% | +25 | New |
| Parallel Advisors, LLC | 27 | $1.56K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 27 | $1.56K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 32 | $1.84K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 33 | $1.90K | 0.00% | +33 | New |
| Pacifica Partners Inc. | 34 | $1.94K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 37 | $2.13K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 37 | $2.13K | 0.00% | +37 | New |
| Sierra Ocean, LLC | 39 | $2.25K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 40 | $2.31K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 45 | $2.60K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 47 | $2.71K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 47 | $2.73K | 0.00% | +22+88.0% | Added |
| Bruce G. Allen Investments, LLC | 50 | $2.88K | 0.00% | −584−92.1% | Reduced |
| JFS Wealth Advisors, LLC | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 54 | $3.00K | 0.00% | +54 | New |
| Cape Investment Advisory, Inc. | 54 | $3.11K | 0.00% | +54 | New |
| Riggs Asset Managment Co. Inc. | 58 | $3.35K | 0.00% | +58 | New |
| Archer Investment Corp | 62 | $3.58K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 63 | $3.63K | 0.00% | −1,420−95.8% | Reduced |
| Albion Financial Group | 70 | $4.04K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 75 | $4.33K | 0.00% | +75 | New |
| CVA Family Office, LLC | 82 | $4.73K | 0.00% | −25−23.4% | Reduced |
| UMA Financial Services, Inc. | 87 | $5.02K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 82 | $5.21K | 0.00% | −42−33.9% | Reduced |
| Beacon Capital Management, LLC | 91 | $5.24K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 101 | $5.83K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 102 | $5.88K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 114 | $6.57K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 121 | $6.98K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 124 | $7.15K | 0.00% | +81+188.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 119 | $7.79K | 0.00% | +119 | New |
| WealthCollab, LLC | 140 | $8.07K | 0.00% | +49+53.8% | Added |
| Hollencrest Capital Management | 150 | $8.65K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 154 | $8.88K | 0.00% | +154 | New |
| Capital Analysts, LLC | 159 | $9.00K | 0.00% | −40−20.1% | Reduced |
| LRI Investments, LLC | 160 | $9.25K | 0.00% | +32+25.0% | Added |
| Whittier Trust Co | 178 | $10.3K | 0.00% | +111+165.7% | Added |
| Whipplewood Advisors, LLC | 179 | $10.3K | 0.01% | +177+8,850.0% | Added |
| Pin Oak Investment Advisors Inc | 275 | $11.0K | 0.01% | +275 | New |
| Bell Investment Advisors, Inc | 224 | $12.9K | 0.00% | +49+28.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 228 | $13.1K | 0.00% | +228 | New |
| NewSquare Capital LLC | 265 | $15.3K | 0.00% | +257+3,212.5% | Added |
| Caitong International Asset Management Co., Ltd | 266 | $15.3K | 0.01% | −940−77.9% | Reduced |
| Rexford Capital Inc | 268 | $15.5K | 0.01% | +268 | New |
| TD Private Client Wealth LLC | 272 | $15.7K | 0.00% | −826−75.2% | Reduced |
| IFP Advisors, Inc | 294 | $17.0K | 0.00% | +48+19.5% | Added |
| Frazier Financial Advisors, LLC | 309 | $17.8K | 0.01% | +29+10.4% | Added |
| Smartleaf Asset Management LLC | 316 | $18.0K | 0.00% | +274+652.4% | Added |
| US Bancorp | 342 | $19.7K | 0.00% | +24+7.5% | Added |
| Whittier Trust Co of Nevada Inc | 347 | $20.0K | 0.00% | −12−3.3% | Reduced |
| MAI Capital Management | 360 | $20.8K | 0.00% | +63+21.2% | Added |
| TD Waterhouse Canada Inc. | 362 | $20.9K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 365 | $21.1K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 381 | $22.0K | 0.00% | −8,139−95.5% | Reduced |
| Private Trust Co NA | 392 | $22.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 407 | $23.5K | 0.00% | +407 | New |
| Evelyn Partners Investment Management Services Ltd | 480 | $27.7K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 481 | $27.7K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 512 | $29.5K | 0.00% | −28−5.2% | Reduced |
| Financial Management Professionals, Inc. | 541 | $31.2K | 0.00% | +541 | New |
| Millstone Evans Group, LLC | 555 | $32.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 558 | $32.2K | 0.00% | +149+36.4% | Added |
| Steward Partners Investment Advisory, LLC | 560 | $32.3K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 573 | $33.0K | 0.00% | −621−52.0% | Reduced |
| Harbour Investments, Inc. | 587 | $33.9K | 0.00% | +51+9.5% | Added |
| Parkside Financial Bank & Trust | 593 | $34.2K | 0.00% | +424+250.9% | Added |
| Tacita Capital Inc | 600 | $34.6K | 0.02% | +600 | New |
| Wealth Preservation Advisors, LLC | 680 | $39.2K | 0.02% | +680 | New |
| National Bank of Canada | 714 | $41.2K | 0.00% | +238+50.0% | Added |
| Advisors Asset Management, Inc. | 882 | $50.9K | 0.00% | −1,117−55.9% | Reduced |
| Principal Securities, Inc. | 914 | $52.7K | 0.00% | −124−11.9% | Reduced |
| Maseco LLP | 917 | $52.9K | 0.00% | +917 | New |
| Redwood Park Advisors LLC | 975 | $56.2K | 0.04% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 924 | $61.2K | 0.00% | +161+21.1% | Added |
| Ridgewood Investments LLC | 1,065 | $61.4K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,075 | $62.0K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 1,140 | $65.7K | 0.02% | +1,140 | New |